Summary
Atlas Wealth
Founded in 2011
Description
Atlas Wealth Advisors is a retirement and investment firm based in Dallas, Texas. They specialize in providing retirement income, investment management, and tax planning services. Their team of advisors act as guides, translating complex financial issu...
Strengths
- Atlas Wealth has a strong market share in their industry
- Revenue generated per employee is greater than industry average
- Demonstrating revenue growth that is faster than the industry average
- The number of employees is growing faster than the industry average
- Revenue growth is more steady than the industry average
- Since Atlas Wealth was founded, the company has grown faster than the industry average
Weaknesses
- Web traffic rankings are worse than the industry average
Annual Revenue
Atlas Wealth's annual revenue
$4152000
Based on Kona Equity data
-
Revenue per employee
$346000
-
Variance of revenue growth
0.12
-
Annual revenue growth since founding
$319384
-
Revenue growth rate from first known quarter to current
60.4%
Employee Count
12 employees
-
Employee growth rate from first known quarter to current
46.2%
Executives
Jim Vasquez
Chief Compliance Officer
j**@atlaswealthadvisors.comBradley Gibb
Owner& Founder
b**@atlaswealthadvisors.comKyle Walters
Chief Financial Officer
k**@atlaswealthadvisors.comWilliam Hall
Wealth Management Intern At Atlas Wealth Advisors
w**@atlaswealthadvisors.comRobert Frank
President
r**@atlaswealthadvisors.comShantel Turner
Vice President, Operations
s**@atlaswealthadvisors.comAlbert Suzie
Marketing & Design Associate
a**@atlaswealthadvisors.comEmily Waligura
Client Service Associate
e**@atlaswealthadvisors.comHolly Ritter
Investment Advisory Services
h**@atlaswealthadvisors.comLindy Coutu
Service Specialist
l**@atlaswealthadvisors.comScott Hammel
Financial Cfp, Crpc Planner
s**@atlaswealthadvisors.comG Score - 6
The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.
- G1 Revenue is greater than the industry median.
- G2 Income per employee more than industry average.
- G3 Revenue growth rate from the first known quarter to current is higher than the industry average.
- G4 Employee growth rate from the first known quarter to current is higher than the industry average.
- G5 Variance of revenue growth is less than the industry average
- G6 Annual revenue growth since founding is higher than the industry average.
Web Analysis
-
Rank
6.06 M
Location
Unlock unlimited leads
Similar Companies
Mestmaker & Petrey Wealth Advisors
mpwealthadvisors.com- Founded in 2008
- Location: Bakersfield, CA
- Annual Revenue: $1.1M
- Employees: 5
- Mestmaker & Petrey Wealth Advisors Inc is an independent SEC Registered Investment Advisory Firm that provides portfolio and investment management services. With a team approach, we offer unbiased advice tailored to the specific needs of our diverse cl...
Pillar Wealth Management
pillarwm.com- Location: Walnut Creek, CA
- Annual Revenue: $1.2M
- Employees: 6
- Pillar Wealth Management is a 100% fee-based private wealth management firm that provides customized wealth management advice to high net worth individuals, families, and privately held company owners. The firm, founded by Haitham 'Hutch' E. Ashoo and ...
Wanderlust Wealth
wanderlustwealth.com- Founded in 2015
- Location: New York City, NY
- Annual Revenue: $5.2M
- Employees: 17
- Wanderlust Wealth is a New York-based financial advisor and wealth management company. They offer personalized investment advice and financial planning to help clients make better decisions about their money. Their fiduciary approach ensures that clien...
RiverGlades Family Offices
rivergladesfo.com- Founded in 2014
- Location: Naples, FL
- Annual Revenue: $3.0M
- Employees: 12
- RiverGlades Family Offices, LLC, is an SEC Registered Investment Advisor providing bespoke investment management, family wealth consulting and complementary services.
Premier Wealth Advisors
yourpremierwealth.com- Founded in 1992
- Location: New York, NY
- Annual Revenue: $4.9M
- Employees: 14
- Premier Wealth Advisors is an independent wealth management firm that has been providing objective advice since 1992. They offer a range of services to high net worth individuals, families, company owners, retirees, and charities. Their team of highly ...
Cresta Advisors
crestaadvisors.com- Founded in 2013
- Location: Laredo, TX
- Annual Revenue: $1.1M
- Employees: 4
- Cresta Advisors is an independent Registered Investment Advisory firm that provides personalized investment advice and planning. They focus on discretionary account management through the implementation of their proprietary investment models in their c...
Key Information
- Name: Atlas Wealth
- Category: Investment management
- Industry: Financial planner
- SIC: 62
- NAICS: 523; 52
See similar companies
-
By City Dallas Small Financial planner in Dallas Mid-size Financial planner in Dallas Investment management in Dallas Small Investment management in Dallas Mid-size Investment management in Dallas
-
By State TX Small companies in TX Investment management in TX Small Investment management in TX Mid-size Investment management in TX Small Financial planner in TX Mid-size Financial planner in TX
-
By Category Investment management Small Investment management Mid-size Investment management
-
By Industry Financial planner Small Financial planner Mid-size Financial planner Investment management and Financial planner
-
Firmographic data G Score of 6 Founded in 2011 SIC: 62 NAICS: 523 NAICS: 52 #Investment Banking #Finance
Frequently Asked Questions
Atlas Wealth's headquarters are located at 10000 N Central Expy, Ste 700 700 Dallas, TX 75231.
Atlas Wealth's official website is atlaswealthadvisors.com
Atlas Wealth's annual revenue is $4.2 M.
Atlas Wealth's SIC: 62
Atlas Wealth's NAICS: 523; 52.
Atlas Wealth has 12 employees
Atlas Wealth is in the industry of Investment management.
